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Brookline Bank jobs in Boston, MA

- 448 jobs
  • Portfolio Manager

    Brookline Bank 4.1company rating

    Brookline Bank job in Boston, MA

    , a division of Beacon Bank & Trust Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are currently seeking a Portfolio Manager to join the team in our Back Bay office. The Portfolio Manager will manage existing portfolios of commercial customers, analyze and underwrite credit risk for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities Credit Underwriting • Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. • Determine if request is in compliance with Bank policy and note exceptions. • Discuss deal structure, cash flow, collateral, and customer character with Commercial Bankers Recommend alternative credit structures or products where appropriate. • Accompany Commercial Bankers on customer calls and interact extensively with customers in person and over the phone. • Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process. • Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority. • Prepares loan memorandums. • Conducts market surveys through contact with brokers, online research, etc. Portfolio Management • Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit. Maintain tracking database with updated information as needed. • Conduct independent property inspections in conjunction with annual reviews. • Identify potential problem loans and deficiencies. • Assist customers when needed with questions regarding loans and retail products. Job Specifications Bachelor's degree in relevant field A minimum of (4) four years of commercial credit experience is required. Formal credit training is preferred Excellent written and oral communication skills Extensive knowledge of Microsoft Office suite products Understanding of Banking compliance requirements Be well versed in the Bank's credit policy and underwriting standards
    $103k-160k yearly est. 2d ago
  • Temporary Staff-Cash Management Support Staff

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Boston, MA

    NOTE: THIS IS A TEMPORARY POSITION -will begin as part time during training in December and revert to full time in January and run through the end of February 2026. **Based in Needham, but may be instances where travel to local branches is needed so valid drivers license/vehicle will be needed. No public transportation to this location. Principal Objective: As a member of the Conversion Team, the incumbent is primarily responsible for performing the daily monitoring of various tasks relating to the conversion of new and merged systems. Assist CM client users with installation of CMOL Secure (Treasury) Browser and User Registration Assist CM Bank Teams with Tier 1 and Tier 2 cases Organized and detail oriented Strong skills with MS office products Strong communication skills IT support skills a plus Training will be provided if you are dependable, "tech savvy", highly organized and would enjoy interaction with clients. You are patient and have the ability to utilize a script as needed to assist our customers with troubleshooting conversion issues and answering questions.
    $33k-36k yearly est. Auto-Apply 18d ago
  • Senior Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 15d ago
  • Fraud Analytics and Innovation Lead Analyst - Fraud Strategy

    Bank of America 4.7company rating

    Boston, MA job

    Jacksonville, Florida;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Charlotte, North Carolina; Tampa, Florida; Chicago, Illinois; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). Are you a strategic, analytical thinker with a passion for fighting financial crime? Ready for the chance to drive real change in an organization? We are searching for a motivated fraud strategy analyst to help drive that transformation within our deposit client identity and onboarding space. The Deposit New Account Fraud Risk Strategies team is keenly focused on supporting product innovation and responsible growth while preventing, detecting and mitigation financial threats against our checking and savings products. This is a highly visible role that will focus on identifying trends and strategy opportunities related to fraudulent applications, subsequent transactional patterns and operational treatment efficiencies. A successful candidate will be an individual contributor on a team of other analysts responsible for performing strategic analysis to improve portfolio risk, profitability, performance forecasting and operational performance for consumer and small business deposit products. This position requires a rigorous analytical focus on monitoring for shifts in fraud activity, transactional dynamics and effectively communicating trends and opportunities for improvement. Key functions involve developing application and transaction monitoring, identifying business trends based on economic and portfolio conditions and executing/monitoring strategic enhancements. Sound technical knowledge of SAS / SQL, financial statements, business processes, and fraud subject matter expertise in the areas of KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities are keys to excelling in this role. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights + Responsible for oversight of deposit product application fraud, trend identification and development of mitigation strategies to responsibly manage fraud risk. + Ensures effective governance and cadence on progress reviews, communication, stakeholder updates + Guarantees seamless hand off to operations team for new processes + Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. + Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. + Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. + Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. + Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. + Ensuring proper risk controls are deployed, while adhering to best practices. + Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. + Providing fraud requirements, testing, and development of strategies for new project and endeavors + Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. + Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. + Identify process improvements and efficiencies via data analysis. + Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. **Required Qualifications:** + 3+ years of experience in SQL and SAS querying /coding + 3+ years of experience in fraud prevention and strategic risk mitigation + Intermediate Excel, PowerPoint and/or Tableau experience + Demonstrate strong analytical skills + Strong organizational and written / oral communication skills + Self-starter capable of generating meaningful work and driving results + Ability to work in a fast paced, dynamic environment + Strong strategic thinking skills with a track record of breaking complex problems down and developing clear strategy / action plans + Proven track record of proactively identifying optimization opportunities for existing processes + Ability to develop and/or optimize mitigation strategies or manage large fraud programs/initiatives + Aptitude for working across functional lines and organizational levels to drive results + Ability to present, lead, support, and influence senior management and business stakeholders **Desired Qualifications:** + BA/BS in Computer Science, Data Science, Statistics, or a related field + Business analysis / Consulting experience + Fraud subject matter expertise in these domains: KYC, KYB, Identity Theft, First Party Fraud and Synthetic Identities + 5+ years of SAS or SQL Coding experience + 5+ years of experience in fraud prevention and strategic risk mitigation + Background in Technology, Agile, Systems Integration Testing (SIT), or User Acceptance Testing (UAT) + Leadership and management skills, including development of teams and individuals + Experience with multiple banking products such as, Digital Money Movement (Zelle, ACH, Wires) Deposit (DDA, Checks), Cards (Credit and Debit) **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $79k-106k yearly est. 52d ago
  • Credit Solutions Advisor - Davis Square

    Bank of America Corporation 4.7company rating

    Somerville, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Responds to client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: * Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: * Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year * Knowledge of credit and home lending requirements * Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. * Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. * Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Strong written and verbal communications skills. * Ability to handle ambiguity and adapt to changing circumstances. * Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. * Can be flexible to work weekends and/or extended hours as needed. * A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. * Ability to learn and understand technology. * Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: * Experience working in a financial center where goals were met or exceeded. * Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. * Knowledge of banking products and services. * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. * Experience in a loan origination role in a retail environment and knowledge of * Mortgage Products (Conventional, Jumbo and HELOC, Government) * Structuring, Processing, underwriting and closing procedures * Federal regulations governing real estate lending * FHA and HUD guidelines * Other Lending Products (Credit Card, Vehicle Loans) * Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $102k-139k yearly est. 15d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Wellesley, MA job

    Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $72k-117k yearly est. 41d ago
  • Financial Solutions Registration Candidate - Boston Market (Bi-Lingual Preferred: Mandarin)

    Bank of America Corporation 4.7company rating

    Malden, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. * Bi-Lingual Mandarin Preferred Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $43k-64k yearly est. 15d ago
  • Wealth Management Client Associate (FP)

    Bank of America 4.7company rating

    Beverly, MA job

    Beverly, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Desired Qualifications:** + Series 7 & 66 (or combination of both Series 63 & 65) preferred **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-65k yearly est. 60d+ ago
  • Sustainable Investing Analyst/PM

    Bank of America 4.7company rating

    Boston, MA job

    Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Socially Innovative Investing (S2I) platform is a suite of proprietary investment strategies that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. The S2I team believes that companies who demonstrate leadership in environmental stewardship, human capital, and corporate governance have an advantage over their peers in their ability to manage risk, invest in innovation, access new growth markets, increase productivity, and develop long-term sustainable business models. The team analyzes a broad base of ESG data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable Investing Analyst/PM will be a key contributor on the S2I team, helping to manage $6+ bil in client assets across 8 active equity strategies (including environmental and social equality thematic strategies). The candidate's responsibilities will include: assistance in aggregating and analyzing ESG data from our third party vendors; contributing to the ongoing maintenance and improvement of our propriety S2I scoring models; conducting fundamental reviews for prospective and existing holdings; communicating investment ideas to the team; participation in client/prospect meetings, helping to communicate investment strategy to clients and field partners; staying abreast of key sustainability news/topics and sharing findings with team; preparing and analyzing performance attribution reports, factor attribution and risk reports; contributing to portfolio commentary; interacting with broad base of internal constituents (field PMs/advisors, trading, due diligence, research, marketing, strategy, compliance). Desired Qualification: The candidate will have 8+ years of experience in the investment industry with a focus on sustainable public equity investments. CFA designation or progress toward preferred. The candidate will have an analytical mind and a strong curiosity about how companies and markets work. The successful candidate will also be a collaborative team player that contributes to a positive working environment. Basic coding skills and experience Axioma or other risk models are a plus. Required Qualifications: College Degree required, finance or related major preferred. Significant work experience integrating ESG factors into security selection decisions. Significant experience using FactSet, particularly screening and portfolio analysis tools. The role requires strong data management/quantitative skills, detail-oriented quality control mentality, critical thinking and the ability to communicate complex ideas. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $73k-104k yearly est. 60d+ ago
  • Credit Officer II-Dealer Financial Services

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. Responsibilities: * Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions * Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio * Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners * Negotiates and structures legal documentation related to loans and derivatives * Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle * Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship * Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio * Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship * Underwrite and structure complex credit transactions with minimal oversight * Some travel time with face-to-face interaction with our dealer clients * Involved in the negotiation and closing process for transactions in portfolio * Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports Required Qualifications: * Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. * Strong knowledge and comprehension of loan and collateral documentation * Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers * Confidence and ability to develop an independent viewpoint and present a business case to support conclusions * Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus * Coaching and mentoring skills * Strong Microsoft Office Skills Desired Qualifications: * Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. * Bachelor's degree in Finance or Accounting Skills: * Analytical Thinking * Credit and Risk Assessment * Financial Analysis * Loan Structuring * Underwriting * Attention to Detail * Business Acumen * Financial Forecasting and Modeling * Research Analysis * Written Communications * Business Development * Collaboration * Critical Thinking * Portfolio Analysis * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $107k-145k yearly est. 15d ago
  • Teller Supervisor - Wellesley Hills

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Wellesley, MA

    Brookline Bank is committed to our customers, colleagues and communities that we serve. Brookline Bank Teller Supervisors are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services. What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k. We are currently hiring a Teller Supervisor in our Wellesley Hills branch. The Teller Supervisor is responsible for all branch operational functions as well as supervising and providing guidance to tellers. The ideal candidate should have banking experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team, then please apply today! Principal Duties and Responsibilities Maintains cash drawer and vault cash responsibilities. Personally, demonstrates an exceptional knowledge of and adherence to bank operations, security, compliance and cash handling policies and procedures. Responsible for the accurate and timely completion of the monthly BICR Report. Ability to prioritize workflow and delegate assignments in order to consistently meet deadlines. Research and resolve transaction errors in a timely manner. Evaluate staff schedules to optimize customer service and recommend changes if necessary. Coach, train and mentor teller team to meet or exceed individual and team sales/service/operational goals. Provides supervisory authority and approves check cashing within established limits. Assist the branch manager in monitoring accuracy performance. Inform manager of policy infractions in a timely manner. Support branch sales initiatives and promotions and contribute to the successful attainment of branch goals by modeling effective sales/service and retention behaviors. Participates with the Branch Manager in hiring, performance appraisal writing and disciplinary issues. Job Specifications Extensive cash handling experience. Detail oriented and strong organization skills. Excellent oral and written communication skills. Direct sales and customer service experience. Ability to prioritize workflow, strong time management skills and ability to meet deadlines. Thorough knowledge of bank operating procedures, practice and policies. Thorough knowledge of all bank products and services. Excellent decision and judgment making skills. Enthusiastic, goal oriented and customer focused. Ability to analyze situations and solve complex issues. One to two years Sr. Teller experience or one year Teller Supervisor experience. High School diploma or GED required. Strong computer skills and familiarity with Microsoft Office (Word, Excel, Outlook). Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds. Perform all duties in compliance with BSA/AML regulations. Environment and physical activity The incumbent is in a front-line bank setting in which the successful candidate may be standing for prolonged periods of time in a non-confined work area and is able to move about at will. The incumbent spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching and must be able to lift to 15 pounds. The incumbent may operate any or all the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Independent action The incumbent in this position must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions. Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
    $33k-36k yearly est. Auto-Apply 26d ago
  • Events Manager

    Bank of America Corporation 4.7company rating

    Waltham, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing the event and content strategies that achieve line of business goals and priorities, working with Events Segment Executives, line of business leaders, Communications and Marketing to develop strategic objectives, budget, and execution planning; in addition to, providing direction on overall event plan to assigned planners and cross functional teammates who support the execution (AV, Security, Comms, Marketing), coordinating the end-to-end planning, management, and execution of events. Individual contributions include producing detailed budget and event optimization strategies, sourcing, creating invitations, developing agendas/Run of Shows, managing attendees, planning and executing logistics, often including onsite representation of cross functional areas including AV, Security, Marketing and Comms., reporting pre and post events, processing invoices and reconciling events. Job expectations include traveling to events, leading managing event activity and cross functional onsite teams including vendors Works with the Segment Leads, MRMs/LMS, LMD and LOB partners to develop and recommend event / content strategy that achieves LOB goals and priorities. Partners with the Segment Leads and MRMs/LMS to develop the strategic objectives, budget and execution plan for each program and for overall yearly plan of the LOB Event Portfolio. Accountable for advising & providing direction and input on overall event plan to assigned planners; coordinates the planning, management and execution of events. Works across the client event space with each other, MRMs/LMS/LMD and LOB partners to uncover event opportunities to deliver one company. Provides support to execution teams on LOB-specific processes and procedures. Accountable for end-to-end event execution including detailed budget creation, sourcing, invitation creation, agenda development, GEMS/cVent site, attendee management, logistics planning (menus/AV/IT), pre/post-event reporting, invoice processing, event reconciliation. Responsibilities: * Leads the planning and coordinating of complex client and internal events, including both in-person and virtual * Works with the Event Segment Executive, line of business, Communications, Marketing and Academy partners to develop and recommend event and content strategy that achieves the line of business goals and priorities * Partners with the Event Segment Lead, line of business, Communications, Marketing and Academy partners to develop the strategic objectives, budget and execution plan for each program and for overall yearly plan of the line business event portfolio * Regularly liaise with the highest levels of Management on the coordination of our programs by serving as an advisor and event management expert to the function or line of business, proposing value-add event activities and directions around marketing and Communications initiatives and priorities, strategic objections, program planning and event optimization strategies * Ensures events are planned within company guidelines and manages ALL risks associated with events including protecting our employees, clients, the brand, financial oversight, information security and operational risk; engages Compliance, Legal, Risk, Corporate Security and Corporate Communication partners as needed * Advises and provides direction and input on overall event plan to additionally assigned vendor planners * Manages end-to-end event execution including detailed budget creation, sourcing, invitation creation, agenda/Run of Show development, planning technology tools, attendee management, logistics planning (menus/audio visual/technology), pre and post event reporting, invoice processing, event reconciliation * Coordinates the planning, management and execution of complex events, both in person and virtual * Works with minimal supervision on a daily basis to deliver for stakeholders, both in the office and onsite at events. Provides on-site support of logistics for events, attendee, and risk management Required Qualifications: * 10-15 years large scale/complex conference and event production experience * Extensive knowledge of event planning processes including contracting, logistics, onsite execution, budget management and reconciliation * Stakeholder management, including experience leading cross functional teams with external partners * Excellent written and verbal communication, executive presence and strategic influencing skills * Strong financial management and experience managing multi-million dollar budgets * Balance strategic direction with detail orientation * Travel 20-30% time Skills: * Attention to Detail * Customer and Client Focus * Event Planning * Presentation Skills * Project Management * Financial Oversight * Active Listening * Business Acumen * Collaboration * Prioritization * Written Communications * Executive Presence * Influence * Written and Oral Communications * Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $45k-56k yearly est. 14d ago
  • Branch Manager I - Brookline Village

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Brookline, MA

    Since 1871, Brookline Bank, a division of Beacon Bank & Trust has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. We have branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances throughout Massachusetts. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. With locations across Greater Boston and the North Shore, we make banking easy and convenient. What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k. We are currently looking for a Branch Manager in our Brookline Village branch in Brookline, MA. This position is responsible for managing all functions of a retail branch. The ideal candidate should be a leader, team player and have at least 3 years of Banking/Management experience. If you have a strong sales background and an in-depth knowledge of bank operations, systems, and compliance then please apply today! Principal Duties and Responsibilities Manage, develop and increase branch deposits in accordance with the Bank's strategic plan. Creates strategies and business opportunities to meet business development objectives and goals. Build solid relationships with business partners. Together identify and target new business opportunities within the community and conduct outside business calls. Provides effective, entrepreneurial leadership and successfully coaches, manages and motivates branch colleagues. Leads by example; promotes a positive attitude and exercises authority. Takes personal initiative and is a positive role model for others to emulate. Commands a superior knowledge of products and services with a strong sales expertise, resulting in achievement of branch sales goals. Interview and closes all consumer, equity and small business loans. Strong coaching skills that produce optimal performance and promote career development and growth with direct reports. Exceptional knowledge of all Bank and Regulatory operating policies and procedures achieving satisfactory audit results. Implements Bank's policy and procedures; complying with all legal and regulatory requirements. Job Specifications Bachelor's Degree, or equivalent experience required. Minimum of 3-5 years of Banking/Management experience required. Strong cold calling and outside business development skills requried. Strong sales, management and team leadership background. In-depth knowledge of bank operations, systems, and compliance. Extensive experience working with commercial customers and commercial lenders. Proficient knowledge of Cash Management products. Excellent oral and written communication skills. Excellent customer service and interpersonal skills with a strong customer focus. Strong computer skills and experience in word processing, spreadsheet and other presentation and reporting functions. Knowledge of Microsoft Word, Excel and Power Point. Perform all duties in compliance with BSA/AML regulations.
    $54k-66k yearly est. Auto-Apply 27d ago
  • Universal Banker (Float) - Rowley, MA

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Rowley, MA

    About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 26d ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 15d ago
  • Credit Solutions Advisor - Walker's Brook

    Bank of America Corporation 4.7company rating

    Reading, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Responds to client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: * Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: * Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year * Knowledge of credit and home lending requirements * Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. * Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. * Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Strong written and verbal communications skills. * Ability to handle ambiguity and adapt to changing circumstances. * Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. * Can be flexible to work weekends and/or extended hours as needed. * A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. * Ability to learn and understand technology. * Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: * Experience working in a financial center where goals were met or exceeded. * Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. * Knowledge of banking products and services. * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. * Experience in a loan origination role in a retail environment and knowledge of * Mortgage Products (Conventional, Jumbo and HELOC, Government) * Structuring, Processing, underwriting and closing procedures * Federal regulations governing real estate lending * FHA and HUD guidelines * Other Lending Products (Credit Card, Vehicle Loans) * Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $102k-139k yearly est. 15d ago
  • Financial Solutions Registration Candidate - Northern MA

    Bank of America Corporation 4.7company rating

    Bedford, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Schedule: Monday - Fridays and rotating Saturdays Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $43k-63k yearly est. 15d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Wellesley, MA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $72k-117k yearly est. 15d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $79k-106k yearly est. 15d ago
  • Universal Banker - Lexington

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Lexington, MA

    About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 60d+ ago

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